On September 17, B. Riley initiated coverage of Nokia Oyj (NYSE:NOK), giving the stock a Buy rating and setting the price target at $15. The firm pointed to the company's position in telecom infrastructure, cloud software, and hardware networking solutions.
Riley noted that the company's networking businesses are seeing strong growth. In Q2 2026, Optical Networks revenue increased 20% year-over-year, while IP Networks grew 16%. Net sales to AI and cloud customers also surged 105%. The research firm noted that hyperscalers continue to purchase Nokia Oyj's (NYSE:NOK) AI networking products to support large-scale computing clusters.
The company's AI and cloud opportunity is also reflected in its order book. Nokia Oyj (NYSE:NOK) reported EUR 2.8 billion in AI and cloud order intake during the second quarter of 2026. B. Riley pointed out that this provides revenue visibility into 2027. The firm also noted that the carrier inventory correction cycle that had weighed on global capital expenditures has now concluded.
Riley derived its $15 price target using a sum-of-the-parts valuation that separates the company's legacy ****** ets from its data center business. The firm applied a premium hardware multiple to the data center segment, reflecting its view of the potential operating leverage in that business.
Profitability Remains a Concern

#riley #NYSE #firm

On September 9, 2026, Reuters reported that Amazon.com, Inc. (NASDAQ:AMZN) raised £4.25 billion, or about $5.76 billion, in its first-ever sterling bond sale, slightly more than initially expected, as part of a four-tranche deal spanning 3 to 19 years. Final investor demand came in at more than £10.65 billion, roughly 2.5 times the amount raised, but that was notably lower than the demand Alphabet saw for its own sterling debut in February, a sign ******* ysts said shows hyperscaler borrowing may be starting to test the limits of investor appetite.
Amazon.com, Inc. (NASDAQ:AMZN)'s first sterling bond sale shows that investors still have a strong appetite for its debt. The firm raised $5.8 billion through the offering, and demand reached roughly 2.5 times the amount available. The sterling market also has relatively limited supply of large technology-company debt. It could back up demand for future Amazon issuance in the currency. Strong demand gives Amazon another funding channel as it finances its large-scale AI and cloud infrastructure investments.
Amazon can put the proceeds toward AWS, its fastest-growing major business. AWS revenue increased 36.7% year over year in the second quarter. It marks its fastest growth rate in 18 quarters as demand for AI infrastructure accelerated. Funding more data centers, computing capacity and related infrastructure could allow Amazon to capture more of that demand. If AWS sustains its growth while making strong operating profits, the additional debt could support investments in one of Amazon's most important long-term earnings drivers.
The sterling offering diversifies Amazon's funding base as its capital requirements grow. Amazon issued four tranches with maturities ranging from three to 19 years. It gives the business access to UK investors while adding sterling financing alongside its existing dollar, euro, Swiss franc and yen debt. This overall investor base gives Amazon greater flexibility to raise capital across different markets and currencies. So diversification could become more valuable as Amazon funds an unprecedented AI infrastructure buildout without relying entirely on one debt market.
Amazon.com, Inc. (NASDAQ:AMZN)'s weaker reception compared with Alphabet signals that investors may demand higher borrowing costs from hyperscalers. Amazon's sterling offering attracted about 2.5 times coverage, below Alphabet's roughly 3.5 times coverage for its recent euro bond sale. The difference shows that demand for hyperscaler debt is not unlimited. If investor appetite continues to weaken, Amazon could face higher yields on future borrowing, increasing the cost of financing its AI infrastructure expansion.

#sterling #infrastructure #NASDAQ #amzn

The Federal Reserve raised interest rates for the first time since July 2023 on Wednesday, and the S&P 500 (SNPINDEX: ^GSPC) immediately dropped. It rose again before the day was over, but it's been steadily declining over the past month since hitting a high in mid-August.
There are a number of reasons for the fall, and part of that has been the anticipation of rate hikes. The Fed's decision has a lot to do with the other reasons, including high inflation and rising oil prices, and none of these spell enthusiasm for the market. Here's how the inflation outlook and accompanying interest rates signal a warning for investors.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our **** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
The simple version is that rising oil prices increase production costs, leading to higher consumer prices. The artificial intelligence (AI) buildout is contributing as well; memory prices are skyrocketing as hyperscalers have an insatiable demand for scarce memory products, and Apple, for example, said it's going to raise some prices.
As inflation surges and prices go up, it's harder for shoppers to keep spending. The worry is that lower consumer spending will lead to sagging sales for many companies, and the market is pricing that in as the inflation outlook persists.

#inflation #since #high #market

Nvidia (NASDAQ: NVDA) and Micron Technology (NASDAQ: MU) are two of the biggest companies in the world. Nvidia holds the top spot, sitting at a $5.3 trillion valuation. Micron currently sits at 13th place worldwide, with a $1.1 trillion valuation. These companies are also two of the biggest beneficiaries of the artificial intelligence (AI) build-out, and with that expected to ramp up again in 2027, these two are in a prime position to benefit.
But which stock stands to benefit more? Let's take a look at these two and see which stock makes the most sense for your investment dollars.
Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ***** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Nvidia and Micron are partners in the AI arms race. Micron makes memory chips, including DRAM memory that's utilized inside Nvidia GPUs. Micron's DRAM chips are also utilized in several other competitors' products, and demand for these products continues to rise.
Nvidia forecasts that the big five AI hyperscalers will spend nearly $800 billion on data center capital expenditures during 2026. Next year, that figure is projected to rise to $1.3 trillion. That's a lot of GPUs from Nvidia, filled with memory chips from Micron. There is huge demand for each company's product, but there is a stark difference in the long-term demand curve for each.

#memory #demand #gpus

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One hyperscaler's backup plan is another company's "generational growth opportunity."
On Thursday, shares of backup power supply company Generac spiked 18.34% after it agreed to supply some $2.4 billion worth of generators to Amazon's vast data center empire over the next two years. Generac is just the latest in a growing list of unlikely beneficiaries of AI's energy gridlock.
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#upside #backup #thursday

Apollo Global Management warned Wednesday that credit default swaps on hyperscaler debt are pricing in more risk. Chief economist Torsten Slok tied the shift to weakening credit fundamentals rather than routine bond-dealer hedging.
Hyperscalers are the cloud computing giants, including Amazon, Microsoft, Google, and Meta, that run the infrastructure behind the AI boom. They face a credit default swap (CDS) gap against bank debt, widened to about 60 basis points since October 2025.
Slok made the case in a Wednesday note reported by CNBC.
"What the market is repricing is hyperscaler credit fundamentals, namely a debt-financed AI capex cycle with rising leverage, negative free cash flow and uncertain payback on depreciating ****** ets."
Dan Alpert, founding managing partner of Westwood Capital, compared the setup to the run-up to the 2008 mortgage crisis. He said banks have since built far bigger equity buffers and are more diversified than they were then.

#slok

Every time Silicon Valley's biggest names line up behind a single message, someone eventually asks who benefits from such universal agreement. This time, that someone was the investor best known for calling the housing crash before almost anyone else saw it coming.
Michael Burry has spent the past year building a reputation as one of the AI industry's loudest skeptics. His latest target is not a stock but a story. When three of the sector's most powerful executives suddenly agreed the technology needed to slow down, Burry saw the timing as less about caution and more like a self-serving pitch.
Burry has spent much of 2026 building short positions against companies tied to the AI trade, disclosing bets against Nvidia, Tesla, Micron, Applied Materials, Caterpillar and a leading semiconductor ETF, according to TheStreet.
On September 14, Burry published a post on X and on his Substack, Cassandra Unchained, arguing that people should take a moment to understand how self-serving it is for OpenAI, Anthropic and other big hyperscaler executives to talk about slowing things down. The post circulated quickly across financial media, Yahoo Finance reported.
Related: Michael Burry doubles down on his surprising AI bet

#michael #time #someone

Interested in Walmart Inc.? Here are five stocks we like better.
Target trades at roughly 15 times earnings with a 3% yield, presenting value relative to Walmart and Costco ahead of the holiday season.
Aggressive price cuts on over 10,000 items and October Deal Days discounts of up to 40% could drive market-beating Q3 and holiday results.
Dividend growth exceeding 50 years, buyback capacity, and heavy institutional ownership near 80% help limit downside risk into 2026.
Believe it or not, the holiday shopping season is here, so it's time to consider the best plays. As it stands, seasonal sales growth is expected to accelerate year over year to 4.55% to 4.8%, topping $1.7 trillion for the first time, underpinned as always by e-commerce. Digital sales are expected to top 8% seasonally and may outpace expectations as AI adoption accelerates. Hyperscalers, business services, and merchants are embedding AI throughout the digital retail stack, and it is resonating with consumers. An estimated 25% to 30% of shoppers say they will use AI this season for help with research, price comparisons, and budgeting.

#time

AI data centers are facing growing power constraints, and the issue is becoming increasingly urgent. New utility capacity can take years to develop and bring online, but hyperscalers cannot afford to wait that long to support their growing computing needs. That gap between supply and demand creates an opportunity for Bloom Energy (BE), which is focused on delivering power where and when hyperscalers like Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOG) (GOOGL) require it. The fundamentals are now starting to provide support for the growing optimism around its opportunity.
Bloom Energy's technology stands out because it can address the AI power challenge on a much shorter timeline. The company's solid-oxide fuel cells are manufactured in factories and can be moved where required. They can also be deployed much faster than traditional power infrastructure. Instead of waiting years for grid upgrades or additional turbine capacity, data center developers can install Bloom Energy's systems and bring power online in a much shorter timeframe. As AI infrastructure expands, that speed has helped the company establish itself as an increasingly important on-site power vendor. All major U.S. hyperscalers are also providing validation of its position.
Why UBS Just Turned Bearish on NuScale Power Stock
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Crude Prices Soar as Global Oil Supplies Continue to Tighten

#bloom #crude

Interested in 3M Company? Here are five stocks we like better.
3M says it is ahead of its 2027 targets, citing 5.4% second-quarter organic growth, higher margins, improved execution and on-time, in-full delivery rising to about 90%.
Data centers are a major growth priority. Its expanded beam optics technology has been standardized by Microsoft Azure, is being evaluated by five other hyperscalers, and could address a market approaching $2 billion within the next two years.
Innovation and cost reductions are supporting the outlook: 3M plans more than 350 new-product launches this year, is consolidating factories, expects to offset $150 million–$175 million in oil-related costs through pricing, and is tracking above its 25% operating-margin goal for next year.
3 Stocks Whose Charts May Be Signaling the Next Big Move

#company

AMD stock surged 127% YTD after Data Center revenue doubled to $6.7B, yet 24/7 Wall St. rates it HOLD at $481 on stretched valuation.
Nvidia trades at a P/E of 44 despite $89B in Data Center revenue, making AMD's triple-digit multiple look dangerously extended by comparison.
Lisa Su sees a $1.4 trillion AI accelerator market by 2030, with Helios delivering 30% more tokens per dollar than rivals.
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Our AMD (NASDAQ:AMD) call is one of the tougher ones we've made this quarter. The stock has done what few thought possible, doubling in months on the back of an AI accelerator story that is finally landing with hyperscalers.

#revenue #hold #NVIDIA

Nvidia's (NVDA) Vera Rubin GPUs claim 70% of the $4M VR200 rack bill of materials, while Micron (MU) benefits from the 22% memory slice.
Jensen Huang expects 70% revenue growth in fiscal 2028, supply-constrained despite purchase orders already secured from every major hyperscaler for Vera Rubin.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now, and NVIDIA didn't make the cut. Enter your email to see the names that beat NVDA. The report is free. Enter your email and see if any of your stocks made the cut.
Inside an NVIDIA (NASDAQ:NVDA) VR200 NVL72 rack-scale AI supercomputer, 70% of the roughly $4 million bill of materials goes to one line item: the Rubin GPUs themselves, excluding their high-bandwidth memory. That figure comes from an HSBC estimated bill of materials for the VR200 NVL72 platform, and it is the cleanest single data point yet on where the AI infrastructure dollar actually lands. DRAM adds another 13%, HBM 9%, NAND 2%, NVLink 2%, cooling 2%, power supply 1%, and the CPU 1%.
In an era where every hyperscaler is trying to bend the AI capex curve, the VR200 breakdown says the GPU is still where the value concentrates. Nvidia is selling the rack, and the silicon it designs takes seven of every ten dollars a customer spends to fill it. That maps to what CEO Jensen Huang told investors on the fiscal Q2 2027 call: "Today, we're not just selling the best chips. We're selling a full-stack AI factory platform."

#rack #materials #vera

KeyBanc targets $400 for MRVL, implying 83% upside, as the stock sits 34% below its 52-week high despite record Q2 revenue up 37% year-over-year.
A sector-wide AI chip selloff dragged Broadcom down 12% and NVIDIA down 6% over the past month, yet both still carry consensus upside above 54%.
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Marvell Technology (NASDAQ:MRVL) currently trades at $218.82, well below the consensus 12-month ****** yst price target of $284.64. That gap implies roughly 30% upside to the average, but one outlier target from KeyBanc sits at $400, a call that would nearly double the stock and represents about 83% upside from here.
Marvell designs custom AI silicon and optical interconnect chips that hyperscalers stitch into their data center fabrics. The company's data center segment now accounts for 79% of total revenue, up from 74% a year ago, which is why Wall Street tracks every hyperscaler order like a leading indicator.

#sits

The artificial intelligence (AI) boom is entering a new phase, and this time, the battle is moving deeper into the data center. It is no longer simply about who can build the fastest AI accelerator. Hyperscalers are scrambling for more compute, faster connectivity, and better power efficiency as AI workloads continue to grow at a breakneck pace. That is opening the door for chipmakers that can deliver customized, energy-efficient solutions at scale.
Qualcomm (QCOM) wants a seat at that table. The company just landed a major multi-generational collaboration with Amazon (AMZN) to supply customized silicon, systems, and related technology for large-scale AI data centers, with a focus on inference. The partnership also extends into high-speed optical connectivity, an increasingly critical piece of the AI infrastructure puzzle.
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#customized #hyperscalers #amzn

KeyBanc targets $400 for MRVL, implying 83% upside, as the stock sits 34% below its 52-week high despite record Q2 revenue up 37% year-over-year.
A sector-wide AI chip selloff dragged Broadcom down 12% and NVIDIA down 6% over the past month, yet both still carry consensus upside above 54%.
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Marvell Technology (NASDAQ:MRVL) currently trades at $218.82, well below the consensus 12-month ****** yst price target of $284.64. That gap implies roughly 30% upside to the average, but one outlier target from KeyBanc sits at $400, a call that would nearly double the stock and represents about 83% upside from here.
Marvell designs custom AI silicon and optical interconnect chips that hyperscalers stitch into their data center fabrics. The company's data center segment now accounts for 79% of total revenue, up from 74% a year ago, which is why Wall Street tracks every hyperscaler order like a leading indicator.

#marvell #below

The artificial intelligence (AI) boom is entering a new phase, and this time, the battle is moving deeper into the data center. It is no longer simply about who can build the fastest AI accelerator. Hyperscalers are scrambling for more compute, faster connectivity, and better power efficiency as AI workloads continue to grow at a breakneck pace. That is opening the door for chipmakers that can deliver customized, energy-efficient solutions at scale.
Qualcomm (QCOM) wants a seat at that table. The company just landed a major multi-generational collaboration with Amazon (AMZN) to supply customized silicon, systems, and related technology for large-scale AI data centers, with a focus on inference. The partnership also extends into high-speed optical connectivity, an increasingly critical piece of the AI infrastructure puzzle.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
The EV Bubble Has Burst. How to Play Rivian Stock Now.

#customized #amzn

Broadcom trades at $339 versus a Wall Street consensus target of $532, a 55% gap that formed after shares fell 13.7% in one month.
Hock Tan projects AI revenue reaching $115 billion in FY2027 and $230 billion in FY2028, despite an Anthropic slowdown report triggering the recent selloff.
Customer concentration among a handful of hyperscalers means a single negative headline can move AVGO 10% in an afternoon, making position sizing critical.
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Broadcom (NASDAQ:AVGO) closed most recently at $339.27, while Wall Street's consensus 12-month price target is $531.85. On a market cap of roughly $1.6 trillion, that gap works out to well above 56%, a rare dislocation for a mega-cap that just posted record numbers.

#wall #billion

Broadcom (NASDAQ: AVGO) has been one of the quieter top-performing investments throughout the AI arms race. If you invested $5,000 at the start of the AI arms race in 2023, that sum is now worth more than $32,000. However, investors must look forward, not backward. Luckily, Broadcom's future is brighter than ever, and I think a $5,000 investment now could lead to a much larger sum later.
While it won't be able to repeat the incredible performance it gave investors over the past three and a half years, I think it's still worth buying now.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Broadcom does a lot of different things as a company, ranging from software to virtual desktops to networking hardware. However, the most exciting product development over the past few years has been its custom AI chips. Instead of going head-to-head with companies in the GPU ***** e, which excel at all types of workloads, Broadcom is partnering directly with AI hyperscalers to develop chips purpose-built for their workloads. These units can provide better performance at a lower price tag than their GPU counterparts, but only when the workloads are properly configured.
Broadcom has several big-name clients, including Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), OpenAI, and Anthropic, to name a few. These companies have all chosen to partner with Broadcom over some other competitors in this ***** e, and the results have been simply incredible.

#NVIDIA #meta

As the stock market rebounds, it's important to watch the stocks that are holding up and are most loved by equity ****** ysts. They may end up becoming the next big opportunities.
Amazon.com (AMZN), Alphabet (GOOGL) and Dell Technologies (DELL) are three of the seven best stocks where investors can find magnificent profit growth prospects. Investors should be seeking new buy opportunities after the S&P 500 climbed to new highs.
Amphenol (APH) is forming a cup-with-handle base with an 88.17 buy point, according to IBD MarketSurge pattern recognition. The stock, however, slipped below its 50-day moving average. A 2-for-1 stock split went into effect Sept. 2.
Shares gapped up July 29 after Q2 sales and earnings breezed past expectations on solid growth in the IT datacom market.
The company is one of the world's largest providers of fiber-optic and high-speed connectors, including cables and connectors for data centers. Data centers have become an important market for Amphenol as hyperscalers continue the aggressive expansion of AI infrastructure.

#amphenol #investors #data

The artificial intelligence infrastructure race is moving from a chip shortage story into a race for something harder to manufacture: data center capacity. Land, electricity, and finished buildings are becoming the bottlenecks as hyperscalers pour hundreds of billions of dollars into AI. That is creating an opening for a new breed of cloud providers that can secure capacity where the largest cloud companies cannot.
At Thursday's Goldman Sachs Communacopia + Technology Conference, Nvidia (NVDA) CEO Jensen Huang made clear that he sees this market expanding for years—and his comments were particularly bullish for CoreWeave (CRWV) and Nebius Group (NBIS).
Dear ***** eX Stock Fans, Mark Your Calendars for September 21
How to Play IBM Stock as It Teams Up with NASA to Launch a New Open-Source Model
GF Securities Says NAND Prices May Stabilize Later This Year. What This Means for Sandisk Stock.

#capacity #land

Chinese financial services firm GF Securities has cautioned that NAND prices will stabilize by the end of the year. For NAND king SanDisk (SNDK), this is particularly relevant as ******* yst Jeff Pu said, "We maintain our high‑teen QoQ NAND price expectation for 3Q26 but expect softening in 4Q26 to low single‑digit QoQ, pressured by weaker mobile demand and elevated mobile/PC inventories. Hyperscaler NAND inventory remains healthy at ~14 weeks (vs. ~15‑week normal), but the softer pricing outlook could slow pull‑ins."
This follows almost one-and-a-half years of strong NAND price growth, as AI drove a significant rise in enterprise SSD demand for training datasets, inference workloads, and model updates, among other use cases.
Dear ******* eX Stock Fans, Mark Your Calendars for September 21
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Nvidia's Jensen Huang Just Delivered a Huge Vote of Confidence to CoreWeave and Nebius

#nand

Meta jumped 7% and Nvidia dropped 8% after Amodei, Altman, and Musk publicly called for slowing frontier AI model development.
Microsoft held flat while ASML fell 10% and SoftBank dropped 11%, as markets rotated from AI hardware suppliers into enterprise software names.
With Fed rate hike odds at 85% and the 10-year yield near 5%, the rotation holds only if hyperscalers revise their massive capex plans.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and NVIDIA made the cut. Enter your email to see the other nine names and why NVDA earned its spot. The report is free. Enter your email and see the full list.
Shares of Meta Platforms (NASDAQ:META) climbed 7.12% over the past week to $660.71, while Alphabet (NASDAQ:GOOGL) added 2.09% and Microsoft (NASDAQ:MSFT) held roughly flat at $499.83. NVIDIA (NASDAQ:NVDA) fell 8.38% over the same stretch to $210.82, and Amazon (NASDAQ:AMZN) slipped 1.74%. Prices are delayed intraday as of the morning of September 14, 2026, according to NBC News.

#NASDAQ #flat #fell

Updated Sept 11, 2026, 4:19 pm EDT / Original Sept 11, 2026, 2:41 pm EDT
Shares of power generation technology provider GE Vernova
GEV
+3.61%
are a good example of the AI malaise settling over the market for financial reasons, such as
peak AI spending
by the hyperscalers, and social reasons, such as growing concerns about AI producing
bad outcomes
for humanity.
GEV
+3.61%
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

#reasons #shares #company #reserved

Investors seeking exposure to artificial intelligence infrastructure must weigh the explosive growth of Astera Labs Inc (NASDAQ:ALAB) against the established scale and diverse portfolio of Marvell Technology Inc(NASDAQ:MRVL) to determine the better buy.
Both companies focus on the plumbing of the digital world, ensuring data moves quickly between processors and memory. While Astera Labs focuses on specialized connectivity for AI racks, Marvell offers a broader range of networking, storage, and custom compute solutions. This comparison explores which strategy offers more potential for long-term investors.
Astera Labs designs connectivity solutions that integrate various protocols to support rack-scale AI infrastructure, a high-growth niche among semiconductor stocks. The company serves major hyperscalers and equipment manufacturers who need to overcome data bottlenecks in massive data centers, though its revenue is highly concentrated. In 2025, one end customer -- Amazon.com Inc (NASDAQ:AMZN) -- accounted for over 70% of revenue, which adds a significant layer of risk to the business model.
According to its latest annual report, filed for the fiscal year ended Dec. 31, 2025, revenue reached close to $853 million, representing a significant jump of 115% compared with the prior fiscal year. This growth trajectory helped the company transition to a net income of just over $219 million after recording losses in the previous two years. The net margin for the latest year was close to 26%.
As of its December 2025 balance sheet, the debt-to-equity ratio was 0.0x, meaning the company carries no debt relative to its shareholder equity, while the so-called current ratio was 10.2x. Free cash flow for the period reached nearly $282 million. Note that stock-based compensation (SBC) represented roughly 50.1% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement.

#company #million

September S&P 500 E-Mini futures (ESU26) are down -0.15%, and September Nasdaq 100 E-Mini futures (NQU26) are down -0.66% this morning as rising oil prices and bond yields weigh on investor sentiment ahead of crucial U.S. producer inflation data and earnings from debt-loaded AI hyperscaler Oracle.
Oil prices extended their advance on Thursday as escalating attacks between the U.S. and Iran risked prolonging disruptions to energy flows in the Middle East. Brent crude rose above $103 a barrel, while WTI crude climbed above $99 a barrel. A senior Iranian official said on Wednesday that Tehran has no plans to back down in the face of an American naval blockade and will intensify its strikes if the U.S. continues attacking its territory. Also, Iran's Islamic Revolutionary Guard warned on Wednesday of additional restrictions on shipping around the Strait of Hormuz. Meanwhile, U.S. President Donald Trump said the war with Iran would not end until after the November midterm elections.
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RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ****** e

#Iran

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US tech giants such as Meta Platforms Inc. and Google parent Alphabet Inc. have been heavily investing in data center expansion across.
Yorkville Ives partner Dan Ives estimates that between 1,000 and 1,500 data centers are currently in motion across the United States to power demand for hyperscalers and neo-clouds.
However, community pushback is escalating. Critics have raised concerns about power-grid strain, environmental impact and higher utility bills.
Don't Miss:

#ives #platforms #alphabet

Broadcom (AVGO) targets $230B in AI revenue by fiscal 2028, with Q3 AI chip sales surging 221% YoY to $16.7B.
Hock Tan says custom XPUs outperform Nvidia (NVDA) GPUs at less than half the cost, making every hyperscaler a long-term Broadcom customer.
Broadcom converts 46% of revenue to free cash flow and has raised its dividend every year for 15 consecutive years.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now, and Broadcom didn't make the cut. Enter your email to see the names that beat AVGO. The report is free. Enter your email and see if any of your stocks made the cut.
I keep hitting the buy ***** on on Broadcom (NASDAQ:AVGO) because Hock Tan has quietly built the toll road that Alphabet, Meta, OpenAI, and Anthropic must drive down to reach their AI ambitions. Every custom accelerator these frontier labs deploy sends a fresh check to San Jose, and the checks are getting larger every quarter.

#revenue #free #stocks

Broadcom (NASDAQ: AVGO) just posted one of the best quarters you'll ever see from a company involved in the AI computing equipment ******* e. It grew its AI semiconductor revenue at a 221% pace during the third quarter of FY 2027 (ended Aug. 2). That's better performance than nearly any of its competitors have ever put up, but that's just the beginning.
Broadcom announced major news about future demand, and there's really only one conclusion after learning about their projections: Buy the stock hand over fist.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Broadcom's exposure to AI computing units comes from its custom AI chips. The company partners with AI hyperscalers to design and build chips specifically tailored to their workloads. If done properly, this can provide a computing unit that delivers better performance at a lower cost.
However, the workload must stay consistent. This means that broad-purpose GPUs won't ever be fully replaced, but the market share of custom AI chips could increase.

#signal #broadcom

Stewart ***** et Management's flagship portfolio returned 15.97%, net of fees, in the second quarter, and the S&P 500 Index gained 15.20%. YTD, it appreciated 5.37%, net of fees, and the S&P 500 Index gained 10.21%. The letter can be downloaded here. Despite geopolitical uncertainties, share prices surged higher as emerging prospects for a ceasefire in the Middle East restored market composure and investor optimism for continued earnings growth in the second half of the year. Volatility in share prices was noted, particularly tied to industrial trends like AI, with comparisons made to the internet boom and personal computer adoption. Despite concerns about extreme valuations and potential corrections, the conclusion is that strong earnings growth is fundamental to rising share prices, emphasizing the importance of investing in robust businesses. Please check the fund's top five holdings for its best picks in 2026.
In its second-quarter 2026 investor letter, Stewart ***** et Management highlighted Lumentum Holdings Inc. (NASDAQ:LITE). Lumentum Holdings Inc. (NASDAQ:LITE) is a leading technology company that manufactures and sells optical and photonic products. On September 04, 2026, Lumentum Holdings Inc. (NASDAQ:LITE) closed at $881.26 per share. Over the past month, Lumentum Holdings Inc. (NASDAQ:LITE) gained 13.83%, and its shares are up 519.81% over the past year. Lumentum Holdings Inc. (NASDAQ:LITE) has a market capitalization of $79.05 billion, and its stock has traded within a 52-week range of $144.52 to $1,085.68.
Stewart ***** et Management stated the following regarding Lumentum Holdings Inc. (NASDAQ:LITE) in its Q2 2026 investor letter:
"During the quarter we initiated a small investment in Lumentum Holdings Inc. (NASDAQ:LITE), a leader in optical networking — the hardware that moves data between AI chips, servers, and data centers. We believe AI infrastructure spending is driving an optical upgrade cycle from which Lumentum may benefit. Demand outstrips supply, and customer agreements now extend through 2027 as data centers grow in number and size. Capturing this opportunity requires execution on capacity expansion and continued hyperscaler willingness to invest in AI infrastructure. The primary risks ***** ociated with the company are its concentration of revenue from a small number of customers, product timelines shifting and emerging technologies. However, we believe that the positives noted above outweigh these risks."
Lumentum Holdings Inc. (NASDAQ:LITE) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 111 hedge fund portfolios held Lumentum Holdings Inc. (NASDAQ:LITE) at the end of the second quarter, down from 123 in the previous quarter. While we acknowledge the potential of Lumentum Holdings Inc. (NASDAQ:LITE) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that a

Bloom Energy (BE) surged 207% year to date and 26% in a single week after S&P Dow Jones announced its S&P 500 inclusion.
Paul Pelosi's accounts bought Bloom stock and options worth a $3 million floor just weeks before the S&P 500 announcement.
Bloom posted $1.07 billion in Q2 revenue, beating consensus by 29%, after all major US hyperscalers validated its AI factory power solutions.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now, and Bloom Energy didn't make the cut. Enter your email to see the names that beat BE. The report is free. Enter your email and see if any of your stocks made the cut.
On August 21, 2026, a periodic transaction report filed under Speaker Emerita Nancy Pelosi's name disclosed a multimillion-dollar position in Bloom Energy (NYSE:BE), the solid-oxide fuel cell maker that powers onsite generation for hyperscale data centers. Weeks later, S&P Dow Jones Indices announced Bloom is joining the S&P 500 in its September quarterly rebalance. The stock has since gone vertical. We covered the Pelosi household disclosure in detail when it hit; this is the sequel.

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